How to Run a Weekly LinkedIn Pipeline Review With Clients
· how-to
Weekly calls fail when agencies present screenshots instead of pipeline truth. Run reviews from one client workspace. /for/marketing-agencies
Step 1: Pre-call MCP or dashboard briefing
Pipeline by stage, unread threads, pending queue count.
Step 2: Standard agenda (30 minutes)
- Wins: meetings booked
- Pipeline movement
- Inbox highlights
- Content performance
- Next week priorities
- Approval items in queue
Step 3: Live workspace walkthrough
Invite client as member so they see the same graph.
Step 4: Log decisions as notes on contacts
Step 5: Metrics reference
/blog/linkedin-agency-client-report-metrics.
Biweekly instead of weekly?
Use same agenda; MCP briefing matters more when calls are less frequent.